AFG Fiduciary Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $403K | Buy |
1,339
+15
| +1% | +$4.51K | 0.26% | 54 |
|
2025
Q1 | $360K | Buy |
1,324
+41
| +3% | +$11.2K | 0.26% | 51 |
|
2024
Q4 | $549K | Sell |
1,283
-18
| -1% | -$7.71K | 0.39% | 38 |
|
2024
Q3 | $283K | Sell |
1,301
-3
| -0.2% | -$653 | 0.19% | 55 |
|
2024
Q2 | $328K | Sell |
1,304
-1,142
| -47% | -$287K | 0.23% | 52 |
|
2024
Q1 | $433K | Sell |
2,446
-665
| -21% | -$118K | 0.32% | 48 |
|
2023
Q4 | $748K | Hold |
3,111
| – | – | 0.61% | 35 |
|
2023
Q3 | $781K | Buy |
3,111
+19
| +0.6% | +$4.77K | 0.69% | 30 |
|
2023
Q2 | $870K | Buy |
3,092
+40
| +1% | +$11.3K | 0.66% | 32 |
|
2023
Q1 | $633K | Sell |
3,052
-293
| -9% | -$60.8K | 0.58% | 32 |
|
2022
Q4 | $412K | Sell |
3,345
-150
| -4% | -$18.5K | 0.39% | 43 |
|
2022
Q3 | $927K | Hold |
3,495
| – | – | 0.87% | 25 |
|
2022
Q2 | $785K | Hold |
3,495
| – | – | 0.68% | 37 |
|
2022
Q1 | $1.26M | Buy |
+3,495
| New | +$1.26M | 0.88% | 28 |
|